>> in this environment we think you go with what we refer to as our barbell strategy in equities. high growth sectors like technology, financials, home builders on one side, and high yield as tony talked about on the other end, high-yield bonds, emerging market bonds, preferred. that combination, that diversified portfolio has given, you know, a nice diversified approach with steady returns in this year and solid returns, and we think that continues to be the way to go through year end. david: all right. but, david, even you, the bull in this scenario, you see a pause right now. perhaps just a momentary pause, but until we get rid of this fiscal cliff problem, etc., and you do think that we're going to deal with it, you think eventually the politicians are going to solve this problem, why don't we just take our gains right now, hold off, maybe hold these gains just for a month or so until that fiscal cliff and other problems are resolved? >> you could. if someone wants to try to time that pullback. we're down 2% on the s&p, 3% on the fashion damage. maybe that goes a little bit fu